KHC

Koesten Hirschmann & Crabtree Portfolio holdings

AUM $203M
1-Year Est. Return 17.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.08M
3
+$1.04M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$847K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$736K

Top Sells

1
+$698K
2
+$337K
3
+$211K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$151K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$145K

Sector Composition

1 Technology 2.22%
2 Communication Services 0.81%
3 Consumer Staples 0.73%
4 Financials 0.35%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99K ﹤0.01%
+23
227
$1.95K ﹤0.01%
+17
228
$1.95K ﹤0.01%
+17
229
$1.94K ﹤0.01%
16
230
$1.94K ﹤0.01%
+33
231
$1.89K ﹤0.01%
+26
232
$1.84K ﹤0.01%
+166
233
$1.84K ﹤0.01%
9
234
$1.77K ﹤0.01%
+17
235
$1.74K ﹤0.01%
+52
236
$1.74K ﹤0.01%
+23
237
$1.72K ﹤0.01%
16
238
$1.68K ﹤0.01%
+47
239
$1.64K ﹤0.01%
+23
240
$1.63K ﹤0.01%
+35
241
$1.56K ﹤0.01%
+23
242
$1.54K ﹤0.01%
172
+2
243
$1.53K ﹤0.01%
24
244
$1.5K ﹤0.01%
14
245
$1.44K ﹤0.01%
+50
246
$1.44K ﹤0.01%
+21
247
$1.44K ﹤0.01%
+71
248
$1.4K ﹤0.01%
5
249
$1.36K ﹤0.01%
6
250
$1.34K ﹤0.01%
+32
8 9
10
11 12